Spear’s Review

Highly regarded among the Spear’s network, S&W’s Chris Shepard has looked after the tax affairs of families with both inherited and newly acquired wealth for over three decades.

Shepard often deals with probate matters, estate and tax planning, in addition to matters relating to trusts, philanthropy, succession planning and wills. One question he often faces is at what point the children of an HNW client should receive their inheritance. ‘It is a question of giving them enough to take responsibility, but not too much that they completely go off the rails and become dependent,’ he says. 

He is a member of the Chartered Institute of Taxation, the Association of Accounting Technicians and the Society of Trust and Estate Practitioners.